Moving to the Cloud

We thought we'd talk a little about one client's experience in moving to Cloud based accounting software, and how easy or difficult they found it. It may help you to decide to take the plunge!

Our client is a limited company, with just one person working in it as an engineer. He's been using Quickbooks and found it difficult to manage. Whitehill keep his books up to date, generate his annual report and accounts, and his self assessment for tax. The engineer raises his own invoices; we've been swapping copies of the desktop edition of Quickbooks company backup files for a little while to make sure we have them up to date.

As a Quickbooks Online "Pro Advisor" we reviewed our service (as we do regularly) and proposed a move to the online version of Quickbooks. The monthly fee for our client is paid for by the time savings for Whitehill - meaning he's not paying more, but saves time in copying books and doesn't have to worry about backups.

Our client took to the experience straight away; 2 weeks after deciding to move, his books are copied across, he's got the app on his iPad, and he's already raising invoices online. In fact, he's started raising an invoice and emailing whilst still on his client's sites.

Whitehill then pick up the invoices and do the necessary input of supplier invoices, reconciling the whole lot to bank records. At the moment our client wants to pause before linking directly to his bank, but that's possible - and at any time of day he can call up the app and see who is overdue payment, what the latest invoices were, and what his year to date performance looks like.

Early impressions are positive. His comments centre on the app and the integration; "the online version looks very useful to me in the field" he emailed just this week.

If you're interested in moving to a cloud based accounting system, get in touch. We have clients looking to move to Sage One, Zero and Quickbooks Online, so we're sure we can find a solution which works for you. You can read more about remote bookkeeping on our sister site, whbookkeeping.co.uk.